Original filing (PDF)20230523121300NAL0005913507001

PARAMOUNT PROPERTY TAX ADJUSTMENTS - SAN DIEGO, LLC

Name: PARAMOUNT PROPERTY TAX ADJUSTMENTS - SAN DIEGO, LLC — LEE - SD PROPERTY TAX PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PARAMOUNT PROPERTY TAX ADJUSTMENTS - SAN DIEGO, LLC

Form 5500-SF

FILING_RECEIVED

LEE - SD PROPERTY TAX PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARAMOUNT PROPERTY TAX ADJUSTMENTS - SAN DIEGO, LLC.

Plan sponsor

Name

PARAMOUNT PROPERTY TAX ADJUSTMENTS - SAN DIEGO, LLC

EIN

27-2629129

Address

9845 ERMA ROAD, SUITE 311 · SAN DIEGO, CA · 92131

Phone

(858) 225-1200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator